Rbc Advisor - Oshawa, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Oshawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary
As an RBC Advisor you will add value to clients when it matters most.
Using your client
- service mindset and natural problem solving skills you will help clients learn how to use RBC's best in class digital platforms for their everyday banking needs. You will also help individuals and families achieve their goals by opening accounts, offering simple credit solutions and a group of authorized non registered term investments. And with each memorable client experience you deliver, you will develop new skills to uncover client needs and refer One RBC partners to your clients.

In your newly renovated branch, client interactions will primarily take place on the floor or in informal conversation areas.

You may also be directed to make proactive and anchoring calls to book appointments for retention or advice based conversations.

There will also be instances where you will complete traditional transactions such as drafts or wires and other services using Service Platform.

In addition to the expertise you have acquired in your current role, we will provide you with the additional training you need to be successful.

Job Summary:

An RBC Advisor is a highly engaging, client experience focused individual, with advanced discovery and problem resolution skills, who assists clients with simple solutions and navigates home of best fit for more complex needs
Hospitality focused & face of RBC for clients, delivering an exceptional firstpointofcontact client experience within RBC Locations
Effectively uses Discovery Experiences to deliver more holistic advice
With a deep knowledge of selfserve digital capabilities, is an expert at digitally enabling clients
Fulfils on Everyday Banking Needs, simple credit, simple savings and investments at first point of contact

Primary Responsibilities:

Deliver an Exceptional Client Experience

Delivers an exceptional client experience (NPS) that ensures client needs are met
Educates & enables our clients leading with advice first and enabling through digital where possible and encouraging our clients to interact with us in their channel of choice

Acquire and Deepen Client Relationships

Delivers business growth including new client acquisition as well as growing and deepening existing client relationships
Provides everyday banking, Investments (I.e. authorized GICs) and credit advice
Maximizes client interactions through In the Moment Advice, fulfilling on simple needs and referring to HOBF (Home of Best Fit) for more complex needs

Winning as One RBC

Demonstrates One RBC Partnering, engaging in deep discovery to understand client needs, fulfilling simple advice solutions and service, and referring more complex needs to One RBC Partners
Contributes to a culture of collective team success and winning as a team
Demonstrates flexibility in the RA role, helping in all branch zones as required as well as peermentoring and sharing best practices

External Orientation

Demonstrates flexibility inside our RBC Locations to enable client contact and market coverage where required

Leading with a Growth and Inclusion Mindset

A role model, coach and champion for our Leadership Model who speaks up for and about inclusion and creates the conditions where colleagues and clients' uniqueness is appreciated and valued.
Leads with a growth mindset, focusing on what's possible to maximize client acquisition, growth and delivery of an exceptional client experience
Embraces an environment of continuous learning through proactively seeking knowledge and skills to be part of a change ready workforce
Maintains proficiency requirements of the RA role and continues to build proficiency to achieve future career goals

Doing What's Right - Managing Risk and Operational Effectiveness

Takes required measures to protect client information, and is respectful of client data privacy and preferences
Takes ownership and resolves client concerns promptly at first point of contact, engages their manager when necessary. Records the complaint, and inform clients about RBC's complaint handling process.
Price business and collect fees maintaining a balance of results, client profitability and relationship building
Build corporate memory to enable continuity of client service and future opportunity spotting, across channel and roles, by documenting details of client interactions through appropriate systems (e.g. Sales Platform, Client Connect)

Job Skills
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address:

CONLIN & SIMCOE BRANCH, 43

CONLIN RD E:

OSHAWA

City:

OSHAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

2023-